CAREFUL

How to Update Team Chat Settings

Introduction

Team chat enables real-time messaging and collaboration within a specific team. As an organisation administrator, you can enable or disable the chat feature for individual teams to control how your clinical staff communicate.

Before You Start

Required permissions:

  • You must be an Organisation Administrator
  • Your organisation must have chat functionality enabled

Important notice: Changing team chat settings will immediately log you out of CAREFUL. You will need to sign back in after making this change.

Steps
  1. From the sidebar, click on the name of the team you want to configure under the Teams section

  2. The team view opens showing the team's patients and details

  3. Click the kebab menu (⋮) in the top-right corner of the screen

  4. From the dropdown menu, select Update Team Chat Settings

  5. A dialog box appears with the title "Update Team Chat Settings"

  6. You'll see a warning message: "Notice: You will be logged out and asked to re-authenticate yourself"

  7. Below the warning, you'll see a toggle switch labelled Enable Team Chat with options Yes and No

  8. Click the toggle to switch between Yes (enable chat) or No (disable chat)

  9. The system immediately processes your change:

    • A loading spinner appears briefly
    • The team chat setting is updated
    • You are automatically logged out
  10. Sign back in using your credentials to continue working

Tips
  • Plan the timing: Because you'll be logged out immediately after changing this setting, make this change when you can afford a brief interruption to your workflow

  • Team chat vs organisation chat: Even if your organisation has chat enabled, you can control it separately for each team. This gives you flexibility to enable chat only for teams that need it

  • Immediate effect: Once you toggle the setting, the change happens instantly. Team members will see the Chat tab appear (or disappear) in the team view after they refresh their session

  • No confirmation prompt: The toggle acts as both selection and submission. There's no separate "Save" button, so be certain before clicking

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